Tilia Fiduciary Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42
| Closed | -$4.65K | – | 533 |
|
|
2023
Q1 | $4.65K | Hold |
42
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $5.7K | Hold |
42
| – | – | 0.01% | 396 |
|
|
2022
Q3 | $6K | Hold |
42
| – | – | 0.01% | 405 |
|
|
2022
Q2 | $5K | Hold |
42
| – | – | ﹤0.01% | 426 |
|
|
2022
Q1 | $6K | Hold |
42
| – | – | 0.01% | 433 |
|
|
2021
Q4 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 463 |
|